Account Journey I/O - LIGHTNING
Another sample dashboard that comes with Dash is the Account Journey: I/O dashboard. This is the Lightning view of it:
Use this dashboard to:
- Track the total number of accounts flowing in to each stage by month. You can also track which stage the account transitioned from to enter this stage. The default timeframe is the current/previous fiscal year.
*If the"From Lifecycle Stage" value is empty, the account was created in the stage viewed in the report.
- View the total universe of accounts in each stage currently.
In the example above, there are 12K accounts currently in the Lifecycle Stage of "Aware" (even if 20K accounts have transitioned to this stage overtime). There is no timeframe for this report component. It is just a view of accounts with a current Lifecycle Stage of "Aware."
- Track the total number of accounts exiting each stage by month. You can also track which stage the account transitioned to when leaving the viewed stage (e.g. Aware). The default timeframe is the current/previous fiscal year.
In the example above, the "Transition DateTime" is the time the account moved to the new stage, not the time the account was created or when it entered Aware.
As with the other out of the box dashboards, these are meant to be samples to work from. If you have custom stages not reflected in this dashboard or if you need to filter the dashboard to view only certain accounts (new or target accounts only), then feel free to edit this dashboard to reflect the view your team desires.